BOOK A STRATEGY SESSIONCA · MD
Estate Planning Strategy Session
Families in California or Maryland who are ready to create a plan.
- Length
- 30 or 60 minutes
- Fee
- $375 or $750
- Payment
- Invoiced after you book
What to bring
- A list of what you own: your home and any other real estate, retirement and bank accounts, life insurance and any business interests. Estimates are fine.
- The names of the people you want to provide for, and anyone you are thinking of naming to step in for you.
- Any estate planning documents you already have.
What happens next
- Choose a time. No payment is taken on the calendar.
- We email you a LawPay invoice for your session fee, or you can pay by Zelle to Portia@woodlegalgroup.com.
- You will see your confirmation and a short prep guide.
- Complete your online intake before we meet.
- We meet, explain your options in plain English and recommend a next step.
Choose 30 minutes ($375) for a focused conversation, or 60 minutes ($750) if you own real estate or a business, have a blended family, hold property in more than one state or want existing documents reviewed. Your session fee is credited in full toward your planning fee when you engage the firm the same day.
A 3% processing fee applies to credit card payments. Zelle carries no fee. A strategy session does not create an attorney-client relationship beyond its limited scope. Representation begins only when a written Legal Services Agreement is signed.
How to prepare for your strategy sessionWe saved your Start Here answers. Your name, email and answers are filled in on the calendar, so you only pick a time.
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